Note: In September 2017, McGuire said he expects Terex
Corporation shares to triple although it has already doubled since he first
invested in July 2016. Shares were trading in the low-40s at the time. It
currently trades at $41.87.

Below is a spreadsheet that shows the changes to Mick
McGuire's Marcato Capital US long portfolio holdings as of Q1 2018. For a look
at how the portfolio has progressed, see our previous update: